Financial Planning for Those Retiring in 5-10 Years: The Podcast
If you’re within 5–10 years of retirement, this podcast is for you. Kolin breaks down the real financial decisions, beyond just returns, that can help you work towards reaching your financial goals.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Nodaway Valley Bank (NVB) and Nodaway Valley Investment Services™ (NVIS) <u> are not </u> registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name NVIS, and may also be employees of NVB. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NVB or NVIS. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
Financial Planning for Those Retiring in 5-10 Years: The Podcast
Latest Episodes
The First Conversation With A Financial Planner - What You Should Expect | Episode 12
The first step to getting better financial advice is to just have a conversation with a financial planner. This conversation does not mean you need to move from your current advisor or that you are going to move your accounts over. Rather this ...
Trump Accounts: What You Need To Know | Episode 11
In this video I talk about the new accounts for your children, called the Trump Account. This account can be used to save for your children's future via the stock market. The Trump Account comes with different rules than a 529 or UTMA account, ...
5 Numbers You Need To Know Before You Retire | Episode 10
Retirement planning comes down to the numbers. Most people spend years and years saving for retirement but end up not knowing the key figures that actually determine whether they are ready to retire. Those key numbers can help bring you confide...
How Much Can YOU Spend In Retirement? | Episode 9
Retirement spending is not a one size fits all approach. There are many different things to think about when it comes to spending your portfolio down in retirement. How much guaranteed income do you have, what are your other income sources in r...
If I were 10 years until retirement, I would want to get clear on these six things | Episode 8
In this video I talk about the important questions and decisions to focus on if I were 10 years until retirement. Retirement is one of the biggest decisions that occur in our lives, so you should take time to focus on many important details. Wh...